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全球頂尖投資人與避險基金的最新股票投資組合

即時揭露

2026年第3季的投資組合揭露目前正在進行,並將於11月16日截止。 截至目前,已有4,646檔基金(占~52%)揭露其持股。 基金向監管機關提交申報資料後,下方資料會即時更新。

名稱 AUM AUM
成長率
AUM
成長率%
季度
估算報酬率
3年
估算報酬率
持股 投資組合週轉率 平均持有
期間(年)
TandemGrowth Financial Advisors
4201
TandemGrowth Financial Advisors
Georgia
US$1.23億 +US$21.1萬 +0.2% 1.26% – 28 10.71% 0.7
Gallacher Capital Management
4202
Gallacher Capital Management
Colorado
US$1.22億 -US$5598萬 -31% 3.26% 82.8% 298 43.62% 2.1
Hanseatic Management Services
4203
Hanseatic Management Services
New Mexico
US$1.22億 -US$1387萬 -10% 1.73% – 113 46.02% 0.8
Hicks Capital Management
4204
Hicks Capital Management
Ohio
US$1.22億 US$0 0% 0.94% – 39 0% 1
Wealth Advisory Team
4205
Wealth Advisory Team
Kentucky
US$1.22億 -US$106萬 -0.9% 0.97% – 41 9.76% 1.1
Hobbs Wealth Management
4206
Hobbs Wealth Management
Indiana
US$1.22億 +US$358萬 +3% 0.35% – 23 8.7% 1.3
Crescent Sterling
4207
Crescent Sterling
Louisiana
US$1.22億 +US$1007萬 +9% 5.01% 68.6% 96 15.63% 2.5
LCS
4208
Luma Capital SA
US$1.22億 +US$965萬 +9% 0.05% – 13 7.69% 0.7
Portus Wealth Advisors
4209
Portus Wealth Advisors
North Carolina
US$1.22億 +US$11.4萬 +0.1% 1.72% – 52 7.69% 0.9
Lotus Asset Management
4210
Lotus Asset Management
Tennessee
US$1.22億 +US$852萬 +8% 4.89% – 49 16.33% 0.2
ETF Store
4211
ETF Store
Kansas
US$1.22億 +US$200萬 +2% 0.22% 61% 117 9.4% 2.9
SFI Advisors
4212
SFI Advisors
New Jersey
US$1.22億 +US$562萬 +5% 2.07% 95.9% 65 15.38% 2.4
DB Fitzpatrick & Co
4213
DB Fitzpatrick & Co
Idaho
US$1.21億 -US$226萬 -2% 0.47% 42.7% 107 13.08% 2.8
Montgomery Financial Services
4214
Montgomery Financial Services
Maryland
US$1.21億 +US$638萬 +6% 0.78% – 383 16.19% 0.2
ASCM
4215
Adkins Seale Capital Management
Louisiana
US$1.21億 +US$890萬 +8% 1.94% – 242 4.55% 0.7
Hardworking Capital Advisors
4216
Hardworking Capital Advisors
California
US$1.21億 -US$119萬 -1% 3.28% – 109 45.87% 0.5
Wall Capital Group
4217
Wall Capital Group
Arizona
US$1.21億 -US$99.4萬 -0.8% 1.11% – 34 17.65% 2.2
North Forty Two & Co
4218
North Forty Two & Co
Oregon
US$1.21億 +US$331萬 +3% 1.98% – 108 5.56% 1.5
Forteris Wealth Management
4219
Forteris Wealth Management
New York
US$1.21億 -US$128萬 -1% 2.13% – 73 10.96% 0.7
Investment Insight Wealth Management
4220
Investment Insight Wealth Management
New York
US$1.21億 +US$551萬 +5% 7.46% – 45 4.44% 0.6
MKD Wealth Coaches
4221
MKD Wealth Coaches
Michigan
US$1.21億 +US$387萬 +3% 0.17% – 36 19.44% 3.5
3 Factor Indexing
4222
3 Factor Indexing
California
US$1.21億 +US$270萬 +2% 0.08% – 453 10.6% 0.5
Portfolio Resources Advisor Group
4223
Portfolio Resources Advisor Group
Florida
US$1.21億 +US$259萬 +2% 0.26% – 201 28.86% 0.4
Drum Hill Capital
4224
Drum Hill Capital
Connecticut
US$1.21億 +US$2280萬 +23% 9.07% – 49 12.24% 1.4
AIM
4225
Axiom Investment Management
New York
US$1.21億 -US$2887萬 -19% 1.07% – 544 50.55% 1.3